DFX Intelligence
Reading the graph
Reading the graph
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Advisor at H••••• I••••••••• A•••••••• L••
Lutherville, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| H••••• I••••••••• A•••••••• L•• | Mixed wealth | Feb 5, 2020 | n/a | yes | Lutherville, MD | Current employment |
| M••••• S•••••• | Wirehouse | Jun 1, 2009 | Feb 7, 2020 | no | TOWSON, MD|Hunt Valley, MD|Baltimore, MD|Hunt Valley, MD|Lutherville, MD|BALTIMORE, MD|Hunt Valley, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M••••• S•••••• | H••••• I••••••••• A•••••••• L•• | Feb 7, 2020 | Feb 5, 2020 | -2 | Firm change | Wirehouse to RIA |
| C•••••••• G••••• M•••••• I••• | M••••• S•••••• | Jun 1, 2009 | Jun 1, 2009 |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Feb 21, 2006 | Jun 1, 2009 | no | TOWSON, MD|BEL AIR, MD|NEW YORK, NY|BEL AIR, MD | Previous registration |
| L••• M•••• W••• W•••••• I••••••••• | n/a | Dec 1, 2000 | Feb 21, 2006 | no | BELAIR, MD | Previous registration |
| 0 |
| Bulk transfer |
| Other |
| L••• M•••• W••• W•••••• I••••••••• | C•••••••• G••••• M•••••• I••• | Feb 21, 2006 | Feb 21, 2006 | 0 | Bulk transfer | Other |